+443.3%
WELL vs DAR
+307.1%
+136.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.6% |
| 7D | +0.1% | +9.2% | -9.1% | -2.3% |
| 30D | +6.8% | -12.3% | +19.1% | +10.4% |
| 3M | +6.7% | -12.7% | +19.5% | +10.1% |
| 6M | +13.8% | -12.8% | +26.6% | +16.9% |
| YTD | +33.8% | +53.8% | -19.9% | +16.1% |
| 1Y | +29.6% | +60.3% | -30.6% | +10.8% |
| 3Y | +203.1% | +31.7% | +171.3% | +158.0% |
| 5Y | +223.8% | -27.7% | +251.6% | +225.1% |
| All | +443.3% | +307.1% | +136.3% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling